Stefano Safaei

Biography

Stefano “Stef” Safaei serves as Managing Director of Investments at SkyArch Capital Group, an independent advisory branch of Wedbush Securities. He works with high-net-worth individuals and families, entrepreneurs, and select non-profit organizations, helping them navigate sophisticated financial decisions- coordinating growth, liquidity, and risk management in support of long-term objectives and multi-generational goals.

Guided by the belief that every strong partnership begins with a meaningful conversation, Stef takes a relationship-driven, highly personalized approach. He begins by asking the right questions to understand each client’s goals, lifestyle, and perspective, then leads a disciplined process to design and implement customized strategies. Together with his team, he delivers integrated investment management, risk management, and financial planning- coordinating the details that matter and bringing clarity to changing markets and life transitions.

With 26 years of experience in the financial services industry (since 2000), Stef’s work spans strategic and tactical asset allocation and a comprehensive suite of investment solutions tailored to each client’s objectives. His leadership and client dedication have been recognized by the Business Council of Westchester, which named him a “Rising Stars 40 Under 40” honoree in 2012, and by Westchester Magazine, which awarded him the Five Star Wealth Manager Award in 2013, 2015, and from 2017 through 2025. He is also a member of the firm’s President’s Club (since 2018).

Stef studied Finance at Manhattanville University and completed advanced studies in Equity Investments- Risk Management through Yale School of Management’s Executive Education program. Outside of work, he enjoys tennis and snowboarding, spending time with family and friends, and giving back to his community.

 

Recognized by the firm as a member of the prestigious President's Club for her outstanding contributions.

 

APPROACH

1. Risk profile analysis – quantitative
2. Financial plan modeling
3. Cash flow analysis
4. Portfolio allocation and customization

Reach out to Stefano for a complimentary review of your investment plan or to answer your financial planning related questions.

RECOGNITION

• Westchester’s Business Council “Rising Stars 40 under 40” in 2012
• Westchester Magazine Five-Star Wealth Manager Award in 2013, 2015, 2017-2020
• Westfair Communications “Top Wealth Manager Award” for Westchester, NY and Fairfield, CT

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Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
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To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

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